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  • SBI Magnum Midcap Fund (PIDCW-A)

Formerly SBI Magnum Midcap Div

SBI Mutual Fund

SBI Magnum Midcap Fund (PIDCW-A)

EquityMid Cap
Top Ranked

92.9623

NAV (Jun 12)

25.3%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

92.9623

NAV (Jun 12)

Fund Returns

Last 1Y
38.1%
Last 3Y
24.4%
Last 5Y
25.7%
Last 10Y
18.8%
Since Inception
17.7%
6 Month CAGR
19.9%

Scheme Information

Investment Objective

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

Expense Ratio
1.69
Launched (19y ago)
Mar 29, 2005
AUM in Crores
18398.623
ISIN
INF200K01578
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.6
Standard Deviation (5yr)
20.9
Beta (3yr)
0.72
Beta (5yr)
0.91
Sharpe Ratio (3yr)
1.421
Sharpe Ratio (5yr)
0.898
YTM
0
Fund Managers

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Bhavin Vithlani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Midcap Fund (PIDCW-A)70%14,08,695 6,76,08325.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

treps

5.1%
5.1%

torrent power ltd

4.2%
4.2%

schaeffler india ltd

3.7%
3.7%

thermax ltd

3.5%
3.5%

sundaram finance ltd

3.5%
3.5%
See all holdings

Allocation by Sector

consumer cyclical

27.6%
27.6%

industrials

18.4%
18.4%

financial services

17%
17%

basic materials

8.8%
8.8%

healthcare

7.7%
7.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 691,539 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

20.1%

18.2%

15.6%

12.4%

25%

17%

26.5%

13.8%

SBI Magnum Midcap Fund (PIDCW-A) Review

SBI Magnum Midcap Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 17.6% over a period of 19 years. The fund was previously known as SBI Magnum Midcap Div. The fund is managed by SBI Funds Management Ltd. The fund managers are Bhavin Vithlani, Mohit Jain, Pradeep Kesavan.

Nav of SBI Magnum Midcap Fund (PIDCW-A) as of 6/12/2024 is ₹92.96 with the total AUM as of 6/13/2024 is ₹18398.623. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Midcap Fund (PIDCW-A) was launched on Mar 29, 2005. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Magnum Midcap Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Magnum Midcap Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.

SBI Magnum Midcap Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 37.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Midcap Fund (PIDCW-A).

Frequently Asked Questions

What is SBI Magnum Midcap Fund (PIDCW-A)?

SBI Magnum Midcap Fund (PIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Magnum Midcap Fund (PIDCW-A)?

You can invest in SBI Magnum Midcap Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Magnum Midcap Fund (PIDCW-A)?

The minimum sip amount for SBI Magnum Midcap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Magnum Midcap Fund (PIDCW-A) good to invest in?

As per Scripbox experts, SBI Magnum Midcap Fund (PIDCW-A) is a Top Ranked fund. You can investSBI Magnum Midcap Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Magnum Midcap Fund (PIDCW-A)?

The expense ratio of the SBI Magnum Midcap Fund (PIDCW-A) is 1.69% for regular plan.